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Funds / Corecommodity Management, LLC
Institutional Fund

Corecommodity Management, LLC

Stamford, CTCIK 13017435 filings on record

Portfolio Value
$537.95M
Q1 2026
Holdings
119
Reported positions
New Buys
22
Opened this quarter
QoQ Change
+12.9%
from $476.46M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Financial Invs Tr62.6%
  • Nutrien Ltd1.4%
  • Sm Energy Co1.2%
  • Murphy Oil Corp1.0%
  • Chord Energy Corporation1.0%
  • Mosaic Co New0.9%
  • Other31.9%

Portfolio Holdings

119 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Financial Invs Tr8.40M$336.65M62.6%1.02MReduced
2Nutrien Ltd99.3K$7.49M1.4%+93.7KAdded
3Sm Energy Co210.9K$6.57M1.2%+93.3KAdded
4Murphy Oil Corp133.0K$5.49M1.0%15.9KReduced
5Chord Energy Corporation36.8K$5.24M1.0%+10.6KAdded
6Mosaic Co New188.5K$4.81M0.9%+188.5KNew
7Liberty Energy Inc158.9K$4.58M0.9%103.7KReduced
8Darling Ingredients Inc71.0K$4.39M0.8%19.1KReduced
9Eog Res Inc30.2K$4.37M0.8%+6.8KAdded
10Corteva Inc51.7K$4.33M0.8%+15.4KAdded

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